Joel K. Huet
WHITE SAND WEALTH MANAGEMENT
Liberty, MO 64068
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CRD#: 6096770
Professional summary
Joel Kevin Huet, CFP® is a registered financial advisor currently at WHITE SAND WEALTH MANAGEMENT located in Liberty, Missouri.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joel has worked at 3 firms .
Biography
Joel is a member of Children's Mercy Hospital Planned Giving Council and the Kansas City area Financial Planning Association. He is the former Chairman of the Missouri Bankers Association Trust Services Committee and Vice Chairman of Hillcrest Transitional Housing of Clay County. He is also a former member of Big Brothers Big Sisters of Greater Kansas City Corporate Club.
Joel Lives in Kearney, MO with his wife Tina and has three children Sam, Alec, and Jake
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Estate & Generational Planning...
High Net Worth Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Joel Huet is a council member at the Children's Mercy Hospital Planned Giving Council where he conducts quarterly meetings with members of the hospital. This activity accounts for up to 1 hour per month. Non-Investment related.
Joel Huet is a current member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). These are industry trade organizations memberships that may account for up to 1 hour per month of Joel's time. Non-Investment Related.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Kevin Huet's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
July 9, 2019 - Present
WHITE SAND WEALTH MANAGEMENT
Office #1: 131 S Water Street, Liberty, MO 64068RIA
CRD#: 304614
Liberty, MO
Past
September 17, 2018 - September 30, 2019
OPEN ROAD WEALTH MANAGEMENT, LLC
RIA
CRD#: 284003
Kearney, MO
Past
August 30, 2012 - May 31, 2018
BOK FINANCIAL SECURITIES, INC.
RIA
CRD#: 17530
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WHITE SAND WEALTH MANAGEMENT
WHITE SAND WEALTH MANAGEMENT | WHITE SAND WEALTH MANAGEMENT, LLC
CRD#: 304614 / SEC#: 801-130027
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Kansas
Registered Investment Advisory firm - (2/19/2025 Terminated)Missouri
Registered Investment Advisory firm - (2/19/2025 Terminated)Texas
Registered Investment Advisory firm - (2/19/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(10/3/2019)
IAR
Missouri(7/9/2019)
IAR
Texas(2/7/2023)
Exams
Current Firm
WS
WHITE SAND WEALTH MANAGEMENT
WHITE SAND WEALTH MANAGEMENT | WHITE SAND WEALTH MANAGEMENT, LLC
CRD#: 304614 / SEC#: 801-130027
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Kansas
Registered Investment Advisory firm - (2/19/2025 Terminated)Missouri
Registered Investment Advisory firm - (2/19/2025 Terminated)Texas
Registered Investment Advisory firm - (2/19/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
131 S Water Street, Liberty, MO 64068
Mailing Address
Phone number
(816) 429-6743
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 138,906,537 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
